Helium Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$709K Buy
13,341
+2,309
+21% +$132K 0.59% 41
2026
Q1
$676K Buy
11,032
+5,617
+104% +$301K 0.64% 40
2025
Q4
$242K Buy
+5,415
New +$241K 0.25% 72

Other funds holding XLE

Helium Advisors's XLE Position: Q2 2026 in Review

Helium Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, buying an estimated $132K and bringing the position to 13,341 shares worth $709K. The position accounts for 0.59% of the portfolio, ranked #41.

Helium Advisors first reported a position in XLE in Q4 2025 and has held it in 3 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Helium Advisors held 13,341 shares of State Street Energy Select Sector SPDR ETF worth $709K as of Q2 2026.
  • Helium Advisors bought 2,309 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
  • State Street Energy Select Sector SPDR ETF made up 0.59% of Helium Advisors's portfolio in Q2 2026, its #41 holding.
  • Helium Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.